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Financial ADVSR advisor directory · SEC adviser records

Seia financial advisors in Ohio

Every SEC-registered investment adviser representative at a Seia office in Ohio, by city and A to Z.

5 registered advisors work at Seia in Ohio, out of 128 nationwide; it's the firm's number 3 state by advisors, and the most are in Cleveland (5). 2 list the CFP designation and 5 are also registered broker representatives.

Seia advisors by city in Ohio

Every firm in Ohio →

Cleveland 5

Seia advisors in Ohio, A to Z

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Seia advisors in every state →Seia: assets, clients and custodians →Advisor Moves: who changed firms this week →

Seia in other states

California 95Virginia 18

Questions

How many Seia financial advisors are in Ohio?

5 investment adviser representatives are registered at Seia offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 128 at the firm nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

Where in Ohio does Seia have the most advisors?

Cleveland, with 5. Seia has advisors in 1 city in Ohio.

How do I check a Seia advisor in Ohio?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Seia office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.